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Sundaram Consumption Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Sundaram Consumption Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,428 Cr

Lock In Period

N/A

Expense Ratio

2.14

Exit Load

0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.

Benchmark

Nifty India Consumption Total Return

Summary

Sundaram Consumption Fund Growth NAV is ₹88.1467 as of 21 May, 2026. Sundaram Consumption Fund Growth has delivered 39.89% returns since its launch. The minimum SIP investment amount in Sundaram Consumption Fund Growth is ₹100. The AUM of Sundaram Consumption Fund Growth is ₹1,428 Cr. The expense ratio of the fund is 2.14%, and its benchmark is Nifty India Consumption Total Return. The current exit load of the fund is 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the last 1M months, Sundaram Consumption Fund Growth has delivered -1.24% returns.

Sundaram Consumption Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.24-0.022.78
6M-12.431.4526.20
1Y-9.384.7122.28
3Y11.8416.55142.02

Portfolio Analysis

  • Equity: 98.43%
  • Debt: 1.56%
  • Others
As on: 2026-04-30
View allocation % by

1. Mahindra & Mahindra Ltd8.25%
2. Maruti Suzuki India Ltd3.97%

1. Bharti Airtel Ltd8.75%

1. ITC Ltd8.23%

1. Titan Company Ltd6.53%
2. Kalyan Jewellers India Ltd1.47%

1. Nestle India Ltd4.41%
2. Britannia Industries Ltd2.31%
3. Bikaji Foods International Ltd1.01%

1. Zomato Ltd7.38%

1. TVS Motor Company Ltd2.87%
2. Bajaj Auto Ltd1.99%

1. Apollo Hospitals Enterprise Ltd4.59%
2. Fortis Health Care Ltd0.02%

1. Hindustan UniLever Ltd3.44%
2. Gillette India Ltd0.99%

1. Jubilant Foodworks Ltd2.45%
2. Sapphire Foods India Ltd1.23%
3. Devyani international limited0.74%

1. Whirlpool of India Ltd2.53%
2. Electronics Mart India Ltd1.33%
3. LG Electronics India Ltd0.50%

1. Trent Ltd3.60%

1. S.J.S. Enterprises Ltd2.98%

1. Interglobe Aviation Ltd2.69%

1. Varun Beverages Ltd2.34%

1. Brigade Enterprises Ltd1.94%

1. United Spirits Ltd1.88%

1. Asian Paints Ltd1.65%

1. Safari Industries (IndiLtd1.32%

About Fund Sundaram Consumption Fund Growth

Sundaram Consumption Fund Growth managed by Sundaram Mutual Fund,is a Consumerscheme with Assets Under Management of ₹1,428 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.14. Under the expert guidance of Anuj Bansal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anuj Bansal

Mr. Anuj Bansal has over 20 years of experience and joined Sundaram AMC in 2025 as Head - Equity (Research) and Fund Manager - Equity. Before joining Sundaram, Mr. Bansal worked with JP Morgan Asset Management for six years as Global Co-Lead for the Consumer sector. Prior to that, he had valuable stints for more than a decade with Ambit Capital, Landmark Family Office, Hillhouse Capital and BofA, leading research across the global consumer and retail space.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI India Consumer Fund Growth1673.81 CR2.42
Baroda BNP Paribas India Consumption Fund Growth21419.16 CR2.16
Sundaram Consumption Fund Growth31427.62 CR2.14
ICICI Prudential Bharat Consumption Fund Growth43064.88 CR2.48
Tata India Consumer Fund Growth52590.64 CR2.02
Fund Name1Y3Y
This FundUTI India Consumer Fund Growth-3.942438.4087
This FundBaroda BNP Paribas India Consumption Fund Growth-6.200839.5472
This FundSundaram Consumption Fund Growth-9.384539.8899
This FundICICI Prudential Bharat Consumption Fund Growth-4.23944.2822
This FundTata India Consumer Fund Growth0.419855.8447

Sundaram Consumption Fund Growth FAQs

Sundaram Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Consumption Fund Growth is 2.14. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Consumption Fund Growth’s fund performance is as follows:
  • 1 Month : -1.24%
  • 6 Months : -12.43%
  • 1 Year : -9.38%
  • 3 Years : 11.84%
Returns of Sundaram Consumption Fund Growth are updated daily based on NAV of ₹ 88.1467 as on May 19,2026. Since inception, the return has been 39.89%.

You can invest in Sundaram Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Consumption Fund Growth is ₹1,428 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.